I need to dispute a charge on my debit card from yesterday.
AI Agents for financial services
From account inquiries and loan origination to claims processing, collections, and compliance verification, our PCI DSS-certified AI agents automate customer and advisor workflows without sacrificing financial trust.
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Introducing ElevenAgents for financial services
Better customer outcomes, lower cost to serve
Voice and chat agents span the full financial journey - helping your team deliver better CX at lower cost, without compromising on compliance.
Improve customer satisfaction
Emotionally aware agents guide customers through sensitive financial conversations - across phone, chat, and WhatsApp.
Reduce cost per resolution
Automate balance checks, payment reminders, and status updates at scale - so licensed advisors focus on complex cases that drive revenue.
Built for financial compliance
PCI DSS Level 1, SOC 2 Type II, and ISO 27001 certified with zero retention mode, end-to-end encryption, and regional data residency options.
Emotionally & contextually aware AI Agents
Emotionally expressive conversational agents adapt to real customer emotion - guiding every conversation toward better outcomes, even when the stakes are highest.
Natural, human-like conversations
Full control over tone, emotion, and delivery - so agents de-escalate, reassure, and guide every conversation to a clear resolution.
Clean, context-rich handoffs
Route to a human agent at exactly the right moment, with full context carried over - no repetition, no lost ground.
Sub-second responsiveness
Natural, real-time voice without awkward pauses - improving resolution rates and CSAT.
10,000+ voices
Choose from 10,000 expressive voices (or clone yours) to match every product, region, and use case.
Multilingual support
Support customers in 70+ languages and various accents with consistent tone and clarity.
Conversational agents for every financial setting
Deploy agents tailored to your institution, customer base, and regulatory environment - no matter how specific the workflow.
Maya
Handle account inquiries, transaction disputes, card activations, and payment scheduling - integrated with your core banking and CRM systems.
Handle account inquiries, transaction disputes, card activations, and payment scheduling - integrated with your core banking and CRM systems.
Maya
Automate claims intake, policy inquiries, renewal reminders, and eligibility pre-screening - scaling during enrollment peaks without adding headcount.
Support onboarding, portfolio inquiries, appointment scheduling, and document collection - routing complex requests to licensed advisors in real time.
Qualify leads, collect application details, provide rate information, and schedule follow-ups - connected to your loan origination and servicing platforms.
Resolve merchant inquiries, automate transaction disputes, handle KYC verification, and manage subscription changes - across voice and digital channels.
Deliver personalized member service for accounts, loans, and branch scheduling - with a warm, on-brand voice that reflects your community focus.
Inbound support and account service
Resolve balance inquiries, card disputes, policy questions, and payment issues across voice and chat - routing complex cases to specialists with full context.
Outbound sales, servicing and collections
Drive revenue with sales outreach, renewals, and cross-sell. Recover more payments with empathetic collection agents that stay on script and follow compliance rules.
Lead qualification and conversion
Screen inbound leads, capture eligibility details, and book appointments with advisors - so licensed reps focus on qualified, high-intent prospects.
Hours of conversations every month
A fully configurable operating system for your agents
Connect to your operating systems and deploy across all voice and digital channels - all from one platform.
Adapt to your requirements
Connect your knowledge base, SOPs, and documentation - then build workflows that take action to resolve requests end to end. No code required.
Link to your tools and systems
Native integrations with your financial systems let agents authenticate users, retrieve account data, and complete requests - without a human in the loop.
Complete visibility
Review transcripts, track resolution metrics, and run A/B tests across prompts and workflows - so every iteration is driven by data, not guesswork.
Enterprise-grade security and infrastructure at scale
PCI DSS Level 1 externally validated, SOC 2 Type II with zero exceptions, ISO 27001, and GDPR independently assessed. Zero retention mode ensures no conversation data is stored. Deploy in US, EU, or India data residency with VPC hosting and end-to-end encryption.
PCI DSS Level 1 externally validated, SOC 2 Type II with zero exceptions, ISO 27001, and GDPR independently assessed. Zero retention mode ensures no conversation data is stored. Deploy in US, EU, or India data residency with VPC hosting and end-to-end encryption.
Role-based access controls, single sign-on, and detailed audit trails give your compliance and security teams full visibility into who accesses what - and when.
Our forward deployed engineers partner with your team from setup through launch - co-developing workflows, tuning agent behavior, and supporting custom deployment requirements.
Powerful set of features that offer full control over the Agent
Connect to your operating systems and deploy across all voice and digital channels - all from one platform.
Your SOPs, followed by agents
Upload your documentation to generate custom agents that follow your policies and resolve your customers’ unique issues.
Improve interactions each week
Correct behavior directly in plain text or A/B test new configurations to continuously improve CX outcomes over time.
Guardrails you can trust
Configure and validate behavioral, safety, and compliance guardrails before launch - so agents enforce your business policies by default.
Test before you go live
Run agent simulations using real or custom conversations. Define success criteria, validate tool calls, and confirm behavior meets your standards before any customer interaction.
Knowledge base
Upload your documentation, FAQs, and policies so your agent always answers from a single, accurate source of truth.
Version control for every change
Every configuration update is tracked with full version history and user-level attribution - so teams can stage rollouts safely and roll back instantly if needed.
Get started with ElevenAgents for financial services today
Launch on our web platform
We build agents from SOPs and docs in minutes - non-technical teams configure policies, test flows, deploy code-free.
Build via API
Use our APIs, SDKs to automate tasks, sync data, and embed voice/chat in channels.
Frequently asked questions
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Lead QualificationLead Qualification
Launch natural, human-sounding agents in 32 languages that engage, screen, and route prospects in real time - cutting speed-to-lead to seconds.
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Agents IntegrationsAgents Integrations
Get rid of repetitive code. We've built over 400 pre-configured integrations to help you connect your conversational AI voice agent to all types of systems.
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Conversational AIConversational AI
Deploy natural, expressive conversations in minutes. ElevenLabs delivers sub-100 ms latency, 32+ languages, and enterprise-grade security. Power dialogue that feels real, across voice and chat.
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